The last 2 years have not been good for debt fund investors. Returns of almost all debt fund categories (except one) have been low. But this will change, pretty soon.
Category: SIP
Active Largecap funds Vs Passive Index Funds in 2022
How have the active largecap funds done compared to their passive counterparts, passive largecap index funds in 2022? Have a look at the data below. And just have a look at the large share of passive index funds in the…
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Equity Fund 2022 Returns (All Equity Funds)
Here is a listing of all equity funds that are at least 1 year old. The list is sorted on the basis of 2022 returns. Have a look. Or you can search for the funds that you have in portfolio…
India’s 1st Passive Tax-Saver ELSS Index Fund Launched. But Don’t Rush to Invest
After SEBI allowed the launch of passive (index-based) tax-saving ELSS funds, finally an AMC, IIFL has decided to launch India’s first tax-saver index fund. The fund - IIFL ELSS Nifty 50 Tax Saver Index Fund, as the name suggests tracks…
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Nifty At All-Time-High. How much % is NAV of MFs below All-Time-Highs?
Indian stock markets are at new All-TIme-Highs. Unlike other markets which are down a lot this year (till now). So when markets are making new highs, many people feel that even their mutual funds should also make new highs in…
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How are International Funds taxed in India (2022)?
Even though international funds invest in stocks (equities) outside India, for taxation purposes, the capital gains in international funds are taxed similar to debt fund taxation in India. That is, investments held for less than 3 years are classified as…
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International Funds to Allow investments Again. But NOT for Long.
A few months back (February 2022), the Indian mutual funds had to stop international investments as the MF industry had reached its RBI/SEBI specified limit of $7 billion available to invest in international direct stocks. The international funds had stopped…
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How much NAV of Equity funds have fallen vs 52 Week High NAVs?
The value of mutual fund investments are falling as stock markets are correcting. I wrote about what to do with falling mutual fund investments recently. In this post, let's see how the fall in NAV compares with the 52-week high…
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Mutual Fund Expense Ratio List Comparing Direct Vs Regular Plans (Updated 2023)
I was recently doing a mutual fund expense ratio comparison for direct and regular plans (2023). This was to see which are the Highest expense ratio mutual funds in India as well as the to see the list of funds…
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Best Mutual Funds to Invest for 10 years
Which is the best mutual fund to invest in for 10 years? If you are looking for answers to this or a similar question, then read on Given the high number of mutual fund schemes in India, it is natural…
NAV Difference – Direct Vs Regular Plans (2023)
Is NAV different for Regular and Direct plans of the same mutual fund scheme? The answer is Yes, it is. And the Direct plan NAV will always be higher than Regular plan NAV. It has to be. And the reason…
Restrictions on International Funds (RBI SEBI Limit 2022) – Should you Worry?
No. Please don’t worry about this too much. This is temporary. If you have been investing in international funds, you would have heard the news about the curbs on international funds stopping them from investing abroad. Update - The international…
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Choosing between Nasdaq 100 Vs S&P 500 for international mutual funds (2023)
Indian investors looking to invest in international funds focused on US markets are often faced with a dilemma. And the dilemma is about picking between Nasdaq 100 index Vs S&P 500 index when looking for international funds. So what is the…
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Arbitrage fund Vs Liquid Funds (2023): Which alternative is better?
Many people compare Arbitrage Funds with Liquid Funds while picking funds to park money for the short term. But given the differences in arbitrage funds Vs liquid funds, does it make sense to compare the two? Let’s discuss Arbitrage Vs…
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All Equity Fund 2021 Returns
Year 2021 has given great returns to investors. While the index returns are always discussed and debated, the actual returns that you get will depend on the funds you are holding and the weightage to each fund. For reference, here…